JOE Jolly & Co, Inc.

Broker-DealerFINRA MemberEst. 1976
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Birmingham, Alabama
CRD number
7170
Registered since
January 12, 1976

Firm profile

FINTRX

Overview

JOE Jolly & Co, Inc. is a corporation that has been SEC-registered since 1976. Public records list the ownership as a domestic entity and an individual, while the firm's regulatory classification is recorded as unclassified. The firm does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The source material does not disclose the firm's advisory activities, fee structure, client types, or specific business lines. That lack of operational detail limits the ability to describe how the firm positions itself in the market or the services it delivers to clients.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 4
  • Joseph Jolly

    PrincipalCRD 260800

  • Matthew Parker

    Matthew Parker

    Vice PresidentCRD 2830791

  • Debra Degenshein

    Administrative PrincipalCRD 2923781

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Birmingham, AL

Jefferson

Location

Birmingham, AL

Headquartered in Birmingham, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.

Metro area
Birmingham-Hoover-Talladega, AL
Region
South
County
Jefferson
Address
420 N 20 Streetsuite 2350
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth